Thank you for your quick reply.
I want to be clear about this. I have created my 2022 federal return by using TurboTax CD/Download version. Because I missed my RMD for 2022, I managed to fill out Form 5329, compose the penalty waiver statement and included them with my federal return.
I thought I read somewhere that if one is filing Form 5329 with the federal return, the complete filing should be mailed in rather than e-filed.
Is that true? Of course, e-filing the complete return with Form 5329 would be quicker but I want to ensure that the complete return will be accepted and Form 5329 with the penalty waiver statement be correctly processed and accepted.
Thanks.
David
